Why Every Legacy Journey Should Begin with a Discovery Session

*For many affluent individuals, success creates a new challenge: What will my legacy be? After years of achievement, wealth-building, and influence, the question shifts from “how much” to “what for.” Yet too often, legacy planning begins and ends with technical documents—trusts, wills, or tax strategies—without ever addressing the human dimension.

Want to read more?

Subscribe to angelinacarleton.com to keep reading this exclusive post.

Subscribe Now